This article, published in Bloomberg News Online. The article indicates that due to subsidy cuts in both Germany and Italy, worldwide demand for solar panels is expected to decline this year, for the first time in a decade. However, China is expected to double its installation of solar photovoltaic cells this year (approximately 4-5 GW!) which could help to alleviate the demand shortage. It is also expected that demand in China may even be higher if the "government in Beijing" can stimulate this growth to help their Chinese solar companies thrive. (I assume this means that if the Chinese government can create financial incentives in China, they believe demand will increase, though the article is not clear about this and I don't know of any current plans for new financial incentives for solar PVs in China).
To read more, this article can be found here: http://www.bloomberg.com/news/2012-03-09/solar-panel-sales-seen-dropping-first-time-in-decade-feeding-glut-energy.html